002429SZSE

Shenzhen Transsion Holdings Co., Ltd. 2025 Annual Report Summary

Shenzhen MTC Co., Ltd.·

✨ AI Summary

This report summarizes Shenzhen Transsion Holdings Co., Ltd.'s 2025 annual performance. Key figures include revenue of 17.807 billion yuan and net profit of 1.303 billion yuan. The company's LED full industry chain business is a major profit contributor, and its digital entertainment business is expanding. The company also approved a profit distribution plan for 2024.

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Securities Code: 002429 Securities Abbreviation: Transsion Holdings Announcement No.: 2026-019

Shenzhen Transsion Holdings Co., Ltd. 2025 Annual Report Summary

I. Important Notice

This annual report summary is derived from the full annual report. To fully understand the company's operating results, financial condition, and future development plans, investors should carefully read the full annual report on the designated media of the China Securities Regulatory Commission.

All directors attended the board meeting to review this report.

Non-standard Audit Opinion Notice □ Applicable Not Applicable

Board of Directors' Review of the Report Period's Profit Distribution Plan or Capital Reserve Transfer to Share Capital Plan ☑ Applicable Not Applicable

Whether to transfer capital reserve to share capital □ Yes No

The profit distribution plan reviewed and approved by the company's board of directors for the reporting period is: based on a total share capital of 4,526,940,607 shares, a cash dividend of 0.87 yuan per 10 shares (tax inclusive) will be distributed to all shareholders, with 0 bonus shares (tax inclusive) and no transfer of capital reserve to share capital.

Board of Directors' Resolution on Preferred Share Profit Distribution Plan for the Reporting Period □ Applicable Not Applicable

II. Company Basic Information

  1. Company Profile
Stock AbbreviationStock Listing ExchangeStock Code
Transsion HoldingsShenzhen Stock Exchange002429
NameContact Person and Contact Information
Registered AddressSingle Hua Jin
Shenzhen Longgang District, Bulian Road, No. 128, Transsion Holdings Building, Block B
Fax0755-33614256
Telephone0755-33614068
Email1s@szmtc.com.cn
Board SecretarySecurities Affairs Representative
Luo Liyun
Shenzhen Longgang District, Bulian Road, No. 128, Transsion Holdings Building, Block B
0755-336142560755-33614068
1s@szmtc.com.cn1s@szmtc.com.cn
  1. Brief Introduction to Main Business or Products in the Reporting Period

(I) Company's Main Business

The company is a composite intelligent manufacturing enterprise with technological innovation as its core driving force. Over the past decade, driven by light technology, the company has continuously expanded its business boundaries, forming a main business system covering intelligent terminals, the entire LED industry chain, the optical communication industry chain, and digital entertainment creation and distribution. These business segments are developing synergistically, building a solid core competitiveness.

  1. Intelligent Terminals

The company is a world-leading provider of intelligent terminal ODM services, mainly offering ODM services for Mini LED TVs, LCD TVs, displays, smart projectors, and other intelligent terminal products. These products are widely used in various scenarios such as home audio-visual entertainment, government and enterprise office displays, and overseas mainstream content ecosystem intelligent access. Among them, TV products are the core leading products in this business segment. According to statistics from LOKI Data, the company's TV ODM shipments reached 11.35 million units in 2025, maintaining a stable market position.

  1. LED Full Industry Chain Business

The company has achieved a vertically integrated full industry chain layout for LED epitaxy, chips, packaging components, Mini/Micro LED display modules, and LED lighting. It is the only enterprise in the LED field that has achieved a full industry chain layout through endogenous growth. As a core global supplier of LED chips, a mainstream supplier of Mini LED backlights, and a leading enterprise in Mini/Micro LED, the company's products are widely used in display, lighting, backlighting, automotive, and other fields, covering household, commercial, and government/enterprise scenarios. Meanwhile, the company continues to promote product structure upgrades, focusing on breakthroughs in high-end fields such as Mini/Micro LED, automotive LED, UV LED, and infrared LED, which are highly aligned with the trend of high-end development in the industry, demonstrating strong technological iteration and market adaptation capabilities.

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